Our client is seeking a highly motivated and detail-oriented Staff Accountant to join their team. The ideal candidate will demonstrate strong time management and analytical skills, an eye for accuracy, and excellent communication abilities. As a Staff Accountant, you will play an integral role in ensuring the accuracy and integrity of our financial data while supporting the organization’s broader accounting goals.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
<p>As the Administrative & Client Service Coordinato<strong>r</strong>, you will serve as the first point of contact for our clients and guests, ensuring that every interaction leaves a lasting, positive impression. In this role, you’ll manage the front office, oversee administrative duties, and provide key support to our client service team. This is an excellent opportunity for someone who is highly organized, proactive, and values fostering strong relationships with clients and team members alike.</p><p><br></p><p><strong>Administrative & Client Coordinator Key Responsibilities:</strong></p><p><strong>Reception & Office Administration:</strong></p><ul><li>Greet and warmly welcome clients, visitors, and guests upon arrival.</li><li>Answer and route incoming phone calls promptly and courteously.</li><li>Schedule, confirm, and coordinate client and internal appointments; manage the office calendar.</li><li>Maintain a clean, professional, and organized front office environment.</li><li>Handle mail, packages, and office supplies, ensuring seamless day-to-day operations.</li><li>Prepare meeting spaces and refreshments to create a welcoming environment.</li><li>Support team members with general administrative tasks (filing, scanning, data entry, etc.).</li></ul><p><strong>Client Service Support:</strong></p><ul><li>Assist with onboarding new clients, including preparing welcome packets and coordinating necessary paperwork.</li><li>Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce).</li><li>Help facilitate account-related tasks, such as processing beneficiary updates or wire transfer documentation.</li><li>Prepare client-facing materials, reports, and correspondence ahead of advisor meetings.</li><li>Follow up with clients on pending requests, ensuring timely resolution and excellent customer experience.</li><li>Maintain compliance and confidentiality standards in all client interactions.</li></ul><p>If you are interested in this Administrative & Client Coordinator position, please apply today!</p><p><br></p>
We are looking for a skilled Wholesale Pricing Analyst to join our team on a contract basis in Oakville, California. In this role, you will play a pivotal part in managing wholesale pricing operations and distributor billing processes, ensuring optimal reporting and compliance. This position offers an exciting opportunity to work within the wine industry while contributing to the success of distributor relationships and pricing strategies.<br><br>Responsibilities:<br>• Develop and implement tracking systems for distributor marketing funds to ensure accurate monitoring and reporting.<br>• Evaluate pricing models and promotional structures to identify profitability opportunities and refine strategies.<br>• Prepare detailed reports and actionable insights on pricing, marketing fund allocations, and distributor performance.<br>• Collaborate with the sales team to optimize pricing processes and enhance distributor relationships.<br>• Utilize tools such as Power BI and Tradeparency to streamline reporting and improve operational efficiency.<br>• Support compliance efforts by maintaining accurate records and ensuring adherence to established pricing guidelines.<br>• Analyze financial data and trends to inform decision-making and drive improvements in pricing strategies.<br>• Partner with cross-functional teams to address gaps in processes and improve overall workflow.<br>• Monitor distributor billing processes to ensure accuracy and resolve any discrepancies.<br>• Provide expertise in data analysis to deliver meaningful insights that contribute to business success.
We are looking for an experienced Senior Accountant to join our team on a contract basis in Folsom, California. In this role, you will play a key part in ensuring the accuracy and efficiency of financial operations, including month-end close processes and reconciliations. This position requires a detail-oriented individual with strong technical accounting skills and the ability to adapt to dynamic project needs.<br><br>Responsibilities:<br>• Manage month-end close activities, ensuring timely and accurate financial reporting.<br>• Maintain and reconcile the general ledger, ensuring consistency and compliance with accounting standards.<br>• Prepare and post journal entries, supporting accurate financial documentation.<br>• Perform account reconciliations to verify the accuracy of financial data.<br>• Conduct daily and bank reconciliations to monitor and resolve discrepancies.<br>• Oversee data migration processes, ensuring proper setup of starting balances.<br>• Track timekeeping and vacation data for accurate project accounting.<br>• Collaborate on technical aspects of accounting such as chart of accounts management.<br>• Support migration activities and ensure smooth transitions for fiscal year reporting.<br>• Assist in reorganizing financial data to align with project-specific requirements.
<p>We are offering an opportunity for a Senior Tax Accountant in Sacramento, California, United States. This role is crucial in managing relationships with clients and handling various accounting tasks within our organization. It is a chance to work in a dynamic environment, where you will be responsible for ensuring the accuracy and efficiency of our financial operations. This opportunity is hybrid and offers a great compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and build relationships with clients.</p><p>• Oversee and perform accounting and bookkeeping tasks.</p><p>• Utilize QuickBooks for various financial operations.</p><p>• Handle inquiries related to tax, payroll, and sales for small businesses.</p><p>• Ensure accurate and efficient processing of customer credit applications.</p><p>• Maintain and update customer credit records regularly.</p><p>• Show initiative in anticipating and resolving potential problems.</p><p>• Exercise good judgment and decision-making skills in handling customer accounts.</p><p>• Prioritize and manage multiple tasks effectively and independently.</p><p>• Implement month-end close procedures for customer accounts.</p>
We are looking for an experienced Accounts Payable Specialist to join our team in Concord, California. This is a Contract to permanent position, offering an excellent opportunity to leverage your skills in a dynamic and fast-paced environment. The ideal candidate will have a strong background in managing a high volume of invoices and resolving vendor-related issues efficiently.<br><br>Responsibilities:<br>• Process full-cycle accounts payable, including matching, batching, coding, and posting invoices.<br>• Audit, scan, and verify invoices to ensure accuracy and compliance with company policies.<br>• Manage and resolve vendor inquiries and discrepancies in a timely and detail-oriented manner.<br>• Collaborate with departments to address issues related to invoices and purchase orders.<br>• Handle high-volume invoice processing, managing 300-400 invoices weekly.<br>• Perform AP accruals and ensure proper documentation and reporting.<br>• Utilize Microsoft Excel for data analysis, including pivot tables and VLOOKUP functions.<br>• Operate 10-key efficiently for accurate and timely data entry.<br>• Maintain organized records and assist in clerical duties related to accounts payable.<br>• Ensure compliance with financial regulations and internal procedures.
We are looking for a detail-oriented Administrative Coordinator to join our team on a contract basis in Rancho Cordova, California. In this role, you will provide essential administrative support across multiple departments, ensuring smooth operations and effective communication. This position is ideal for someone who thrives in a collaborative environment and is eager to learn and master new technologies to enhance productivity.<br><br>Responsibilities:<br>• Support membership staff with onboarding processes, dues renewal management, and maintaining accurate member records within the database.<br>• Assist in administrative tasks related to continuing education programs, ensuring timely coordination and support.<br>• Execute assigned responsibilities for the annual tax seminar, including preparation and logistical support.<br>• Process accounts payable and incoming payments under the guidance of the Senior Accountant, and provide additional financial support as needed.<br>• Prepare and distribute administrative reports and communications under the supervision of the Executive Vice President, ensuring accurate dissemination of information to volunteers statewide.<br>• Manage incoming mail, process product orders from the website, and ensure timely fulfillment.<br>• Collaborate with the Executive Vice President to oversee all aspects of office management and staff coordination.<br>• Utilize various technology tools such as Microsoft Office, Adobe Acrobat, and cloud-based platforms to streamline administrative workflows and maintain consistent formatting.<br>• Maintain effective communication and coordination with team members as part of a remote work environment.<br>• Ensure adherence to organizational standards of courtesy, respect, and patience in all interactions.
<p>We are looking for an experienced Budget Analyst to join our team on a contract basis in Concord, California. In this role, you will play a critical part in managing and analyzing budget to actual data to support effective budget planning and execution. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Oversee annual budgets, ensuring alignment with organizational goals.</p><p>• Analyze financial reports and reconcile accounts to identify discrepancies and maintain accuracy.</p><p>• Utilize advanced Excel functions, such as pivot tables and formulas, to manage and interpret large datasets.</p><p>• Prepare detailed documentation and audit trails to support budget evaluations and reporting.</p><p>• Monitor and track budget activity, flagging potential issues and providing actionable recommendations.</p><p>• Collaborate with finance staff and other departments to communicate budget updates and requirements.</p><p>• Assist in the preparation of materials for meetings and presentations related to budget planning.</p><p>• Ensure compliance with approved budgets and organizational financial policies.</p><p>• Review budget transfers and reports to prevent errors and ensure data integr</p>
<p> Construction client in Walnut Creek, CA is in need of a project assistant. </p><p><br></p><p>The Project Assistant will play a critical role in the day-to-day administration of our construction projects. This position requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. The ideal candidate is proactive, resourceful, and excited to be part of a dynamic team where their work will make a direct impact.</p><p><br></p><p>Key Responsibilities:</p><p>• Project Coordination: Assist project managers in organizing, scheduling, and tracking construction projects to ensure they remain on time and within budget.</p><p>• Document Management: Maintain and update project documentation, including contracts, permits, blueprints, submittals, RFIs (Requests for Information), change orders, and other critical files.</p><p>• Communication: Serve as a liaison between project managers, subcontractors, suppliers, and clients to facilitate clear and efficient communication.</p><p>• Data Entry & Reporting: Input project data into internal databases and assist with creating weekly project updates, budget reports, and schedules.</p><p>• Invoice Tracking: Assist with managing invoices, purchase orders, and expense tracking, collaborating with accounting staff to ensure vendor payments are accurate and timely.</p><p>• Meeting Coordination: Schedule project meetings, take detailed meeting minutes, and ensure all follow-up actions are tracked and addressed.</p><p>• Permit Assistance: Help in preparing and submitting permit applications, ensuring compliance with local regulations, and coordinating inspections.</p><p>• Supplies Coordination: Assist in ordering and tracking materials for projects, ensuring timely deliveries and resolving any supply chain issues.</p><p>• Organization & Office Support: Handle general office duties as necessary, such as answering calls, organizing files, and maintaining a clean and efficient work environment.</p><p><br></p><p>If you are interested in this project assistant position, submit your resume today! </p>
<p>Administrative Assistant (Contract)</p><p><br></p><p>We are seeking a meticulous and patient Administrative Assistant to join our team in Elk Grove, California, on a contract basis. This role is pivotal in ensuring seamless front desk operations and supporting critical administrative functions. The ideal candidate excels in a dynamic environment, demonstrates strong organizational skills, and is adept at managing detailed and specific tasks.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Front Desk Management</strong>: Act as the primary point of contact, warmly greeting visitors, answering inbound calls promptly, and directing inquiries to the appropriate team members.</li><li><strong>Invoicing and Vendor Payments</strong>: Prepare, process, and track invoices with precision, ensuring timely vendor payments and accurate financial documentation.</li><li><strong>Mail Handling</strong>: Manage all incoming and outgoing mail, ensuring proper distribution and organization.</li><li><strong>Supplies Management</strong>: Monitor and maintain office supplies and inventory, placing orders to ensure consistent availability.</li><li><strong>Administrative Coordination</strong>: Organize schedules, appointments, and meetings to support efficient office operations.</li><li><strong>Data and Documentation</strong>: Perform accurate data entry and maintain organized records and databases in compliance with company policies.</li><li><strong>Process Optimization</strong>: Work closely with team members to streamline workflows and enhance operational efficiency.</li><li><strong>Special Projects</strong>: Assist with ad hoc administrative tasks and special projects as needed, demonstrating flexibility and attention to detail.</li></ul><p><br></p>
<p>Robert Half's Advertising client in Lafayette, CA is in need of a contract Logistics Coordinator. This role is anticipated to last 4 months and is hybrid 3 days a week in office.</p><p><br></p><p>Logistics Coordinator Duties Include:</p><p>• Manage and track orders with vendor, shipper, fulfillment, etc., to meet or exceed client expectations.</p><p>• Quoting</p><p>o Quote and re-quote freight for all overseas and domestic display requests including changes mid-stream. Use Freight Request form in SmartSheets and manage Freight Quote sheet.</p><p>o Provide shipping and quotes for premium items from overseas and domestic</p><p>o Contact vendors directly to get pallet dims / weights and all info necessary to arrange freight</p><p>• Administrative Duties</p><p>o Submit requests in SS for accounting to create POs for freight, Tariffs and warehousing fees</p><p>o Update Freight Status sheet in SS to keep team informed on pickup timing, LTL and warehousing costs</p><p>o Provide tracking on all orders in SS and attach excel backups to share with customers</p><p><br></p><p>o Work with Freight Forwarder to share knowledge of tariff rules and regulations, customs, HTS codes, etc. (i.e. holiday items exempt from tariffs)</p><p>o Proactively communicate to the CS team regarding transportation trends - i.e. port congestion, shortages of drivers, storm interference, etc.</p><p>• Logistics</p><p>o Support the client and account manager as needed/requested on logistics coordination</p><p>o Assess and resolve issues relating to transportation, customer problems, import and export, and logistics systems.</p><p>o Provide comprehensive logistical support daily for both inbound and outbound shipments</p><p><br></p><p>o Analyze the financial impact of logistical processes and proposed changes to determine maximum efficiency in terms of routing, transportation modes, and resources while continuing to meet customer requirements.</p><p>• Tracking in SS</p><p>o Maintain detailed and accurate logistics data for daily, weekly, and quarterly reports of every shipping job and jobs quoted (Use current Shipping Status sheet)</p><p>o Ensure vendors, freight forwarder and team are all aware and updated real-time via communication through SmartSheet.</p><p>o Communicate with various other departments as needed to create comprehensive schedules for shipping</p><p>o Manage all tracking numbers for UPS/FedEx on jobs and samples. Create Tracking Sheet in SS. .</p><p>• Vendor, Client & Warehouse Communication</p><p>o Manage all freight communications, fill out required forms, coordinate warehouse requirements and any warehouse issues</p><p>o Manage the warehouse / freight forwarder relationship</p><p>o Ensure carriers, shipping and receiving personnel, and other logistical areas comply with customer requirements.</p><p>o Manage ASN submission for Account management team warehouse customers as needed</p><p>o Send vendors shipping procedures/requirements - carton markings, pallet requirements, warehouse delivery info, contacts, etc.</p><p>• Drop Shipping & Fulfillment</p><p>o Coordinate all drop shipping & fulfillment</p><p>o Provide tracking for Drop Ship/Fulfillment projects and upload into SmartSheets</p><p><br></p><p>If you are interested in this Logistics Coordinator opportunity, submit your resume today!</p>
